creo pricing and packaging 07-15-2011 v2

Understanding Creo Pricing and PackagingPackaging

Selling the value of Creo Why upgrade?

Session I Done July 11thObjectives

Articulate and explain the Value of Creo 1.0 The Creo Strategy and Vision The Value of a Common Creo UI The Value of Enhanced Capabilities The Value of New Functionality and Options

Position Creo 1.0 capabilities to define the Compelling Event Why buy Now?

Session II

Identify and understand the Creo Pricing and Packaging Identify and understand the Creo Pricing and Packaging What are the possible upgrade options Selling the value of Creo Packages

2 2011 PTC

Understand Creo Pricing and Packaging

Objectives Understand the themes behind the P&P changes

implemented Apps Branding Pricing and Packaging Retirement

Special Offers to spread Creo 1.0 adoption Free-x TLOs

Walk through sample customer upgrade scenarios

Tools available to educate the customers and aid a sale

3

Pro/ENGINEER Packaging Overview

Simulation & AnalysisEngineering Calculation

Collaboration, Project

Engineering CalculationTolerance AnalysisDigital Rights Management

Extended Design Add-onsFree-form Surfacing

Management

P d t D t

Top-Down DesignPiping and CablingMechanism Dynamics, etc. One Add-On All Add-On Incl.

3D CAD Design

Product Data Management

Advanced Modeling, Drawing, Assembly, Sheetmetal, etc

Pro/ENGINEER Pro/ENGINEERPro/ENGINEER Pro/ENGINEERPro/ENGINEER

4 2008 PTC

FoundationXE

EnterpriseXE

Advanced XE

EnterpriseSE

AdvancedSE

Creo Pricing and Packaging Role Based

14000

m

6390

14000

Con

tinuu

m 6390

rice

Poin

t C 4500

AnyRole

Pr

600

yApps

Freemium Lite Entry Mid Size Large

$0

C Vi A C Di t C P t i C P kC Vi MCAD

5PTC Confidential DRAFT proposals subject to change at PTCs discretion

Creo View Apps Creo Direct Creo Parametric Creo Packages

Packaging Continuum

Creo View MCAD

Creo Pricing and Packaging

Design Engineer = Core modeling (Parametric, Direct)

Role Based

Creo Parametric Creo Direct Creo Essentials I, II Creo Elements/Direct Modeling

Creo Design Reviewer = Direct + MCAD View + Sketch

Creo Analyst = Direct + Simulate + Advanced Simulation Extension

C I d t i l D i P t i + Sk t h + ISDX + R d i + Creo Industrial Designer = Parametric + Sketch + ISDX + Rendering + Flexible Modeling

Creo Conceptual Engineer = Direct + Layout Creo Conceptual Engineer = Direct + Layout

6

Creo Engineer Role-Based Packages

Creo Engineer I

Creo Engineer II

Creo Engineer III

Creo Engineer IVCreo core applications

Creo Parametric

Extensions

I II III IV

Creo Simulation ExtensionCreo Flexible ModelingCreo Advanced AssemblyCreo Behavioral ModelingCreo Mechanism Dynamics

Choose 1 of 3Creo Mechanism DynamicsCreo Interactive Surface DesignCreo Piping & CablingData ManagementWindchill PDMLinkProject Link

Other Creo Manikin Creo Manikin Creo Manikin

Mathcad, Rights Mgmt, Mgmt User

License,Tolerance

Analysis, Creo Manikin

List Price 7670 14060 26840 33230 List Maintenance 2170 3700 5370 6770

7

Extended User Role-Based Packages

C A l t C C C D i

Creo core applicationsCreo Parametric

Creo Analyst Creo Industrial Designer

Creo Conceptual

Engineer

Creo Design Reviewer

Creo DirectCreo View MCAD AppsCreo SimulateCreo SketchCreo LayoutExtensionsCreo Flexible ModelingCreo Simulate AdvancedCreo Simulate AdvancedCreo Interactive Surface DesignCreo Advanced Rendering List Price 19170 14060 TBD 8330 List Maintenance 5110 3520 TBD 2090 List Maintenance 5 0 35 0 090

8

Creo offers can be Apps, Extensions or Packages

Creo Apps Stand-alone, single process, purpose built collections of functionality to address a particular set of

requirements, with a well-defined, targeted, and related set of capabilities E.g. Creo Direct E.g. Creo Simulate

ExtensionsExtensions Creo Apps can have add-ons, which provide additional functionality beyond those capabilities provided with

the base app on its own E.g. Creo Advanced Simulation Extension

Creo Simulate with Advanced Extension E.g. Creo Tool Design Extension (TDO)

PackagesA P k i bi ti f A d/ E t i b dl d t th t id l f A Package is a combination of one or more Apps, and/or Extensions, bundled together to provide value for the customer.

EXAMPLE

Industrial Designer Package

Creo Advanced Rendering Extension

Extensions

Creo Sketch

Role-based PackageCreo Flexible Modeling Extension

Creo Interactive Surface Design Extn.

9

Creo ParametricAppsCreo Sketch

Creo Pricing and Packaging Changes

Creo Parametric (formerly Pro/ENGINEER Foundation XE)

Core Components

Floating (SFT 6390 | MNT 1920) Node Locked* (SFT 5730| MNT 16600)

All Creo Elements parts and packages brought forward to Creo 1 0 have

*Channel Only

All Creo Elements parts and packages brought forward to Creo 1.0 have been rebranded to Creo

E.g.: Pro/ENGINEER Advanced Assembly Extension is now Creo Advanced Assembly ExtensionExtension

E.g.: Pro/ENGINEER Mechanica Option is now Creo Simulation Extension

RebrandedOld Name New Name

Pro/ENGINEER Foundation XE Creo Parametric

Pro/Mechanica Creo SimulatePro/Mechanica Creo Simulate

Pro/ENGINEER Routed Systems Designer Creo Schematics

ProductView Professional 32-bit Creo View MCAD

10

ProductView Professional 64-bit Creo View MCAD and Massive Assembly Option

InterComm Expert Creo View ECAD

Creo Pricing & Packaging Changes

Creo 1.0 has nice (9) Apps

Simplified View 2 x 3 x 4

Two (2) breakaway standalone apps from Pro/ENGINEER Wildfire Pro/Mechanica Creo Simulate Routed System Designer Creo Schematics Routed System Designer Creo Schematics

Three (3) have been rebranded Pro/ENGINEER Creo Parametric ProductView Creo MCAD View InterComm Creo ECAD View

Four (4) net new Apps Four (4) net new Apps Creo Direct Creo Illustrate

Creo Sketch (Release Date J l ) Creo Sketch (Release Date: July) Creo Layout (Release Date: November)

11


Creo Simulation Products

Core Components

Creo Simulate (SFT: 9560 | MNT: 1910) Standalone App Creo Simulation Extension (SFT: 6390| MNT: 1210) Integrated with Creo Parametric

Creo Advanced Simulation Extension CPT-3334-L Locked to Creo Simulate license CPT-3224-F Floating with Creo Parametric license

New Extensions CPT-3335-L Creo Flexible Modeling Extension CPT-3333-L , F Creo Legacy Data Migration Extension

S S+ALocked Extension

S SFloating Extension

SrSr

12

S SS SA

Sr = License Server, S = Creo Simulate, A = Advanced Simulation Extension

Creo Pricing & Packaging Changes

Packages only comes with PDMLink for Data Management

DM and Packages

Old packages offered all DM solutions at the same price, diluting the value of PDMLink Going forward:

ProductPoint discontinued Pro/INTRALINK offered only standalone

Packages RetiredIf t d t t t k h th fi ti ti ith C If customer doesnt want to make changes the same configuration continues on with Creo branding

Former Pro/ENGINEER Packages Creo 1 0 Package Name1Former Pro/ENGINEER Packages Creo 1.0 Package Name1

Pro/ENGINEER Advanced SE Creo Advanced SE*

Pro/ENGINEER Advanced XE Creo Advanced XE*o/ G d a ced C eo d a ced

Pro/ENGINEER Enterprise SE Creo Enterprise SE*

Pro/ENGINEER Enterprise XE Creo Enterprise XE*

13

* Without Flexible Modeling extension

1 Retired Elements rebranded packages available only to existing customers until Creo 2.0 release


Similar Packages

Packages

Old Offer New Offer*Advanced XE Creo Engineer IIEnterprise SE Creo Engineer IIIEnterprise XE Creo Engineer IV

*I l d Fl ibl M d li E t i

Extensions packaged with Engineer II (~ Creo Advanced XE) reduced to 3,

*Includes Flexible Modeling Extension

Extensions packaged with Engineer II ( Creo Advanced XE) reduced to 3, dropped ISDX and PCX

Advanced Assembly Extension (AAX) Behavioral Modeling Extension (BMX)Behavioral Modeling Extension (BMX) Mechanism Dynamics Extension (MDO)

14

Creo Elements/Pro Package Sales in FY11 Q4 FY12 Q2

Retired Elements/Pro Packages can be sold to existing customers until Creo 2.0 timeframe, if

There is a contractual obligation in the form of a VPA or so The customer has standardized on retired Elements/Pro packages and wants to add more seats

Retired Elements/Pro Packages cannot be sold to new name customers Commission and quota credit will not be granted, if sold

Channel Retired Elements/Pro Packages opportunities from existing customers should be preapproved by Bob Thibeault. Orders should be submitted with Bob Thibeaults approval e-mail.

15

Creo Data Management Compatibility RoadmapWith Pro/INTRALINK and Windchill PDMLink

Pro/INTRALINK 3.4

ProductPoint 1.1

Windchill 8.0

Windchill 9.0

Windchill 9.1

Windchill 10.0

Windchill X-22

No NoPro/ENGINEERWildfire 3.0 Compatible Compatible Compatible Compatible Compatible

NoCompatibility

Planned

NoCompatibility

Planned

Compatible C tiblPro/ENGINEER

Wildfire 4.0

Compatible

(as of Pro/I 3.4 M061, and Wildfire 4.0

M030)

Compatible ProductPoint 1.1 F000 & Wildfire 4.0

M060+

Compatible Compatible Compatible

Compatibility Planned

With Wildfire 4.0 MR

NoCompatibility

Planned

Creo Elements/Pro Wildfire 5.0

NoCompatibility

Planned

Compatible ProductPoint 1.1 & Wildfire

5.0 F000+

NoCompatibility

Planned

No Compatibility

Planned

Compatible

With Wildfire 5.0 F000

Compatible

With Wildfire 5.0 M080


With Wildfire 5.0 MR

NoCompatibility

Planned

NoCompatibility

Planned No


No Compatibility

Planned

Compatible

With 9.1 M060 and Creo F000

*

Compatible

With 10.0 M010


With Creo 1.0 MR

Creo 1.0MR

Creo 2.0No


NoCompatibility

Planned No


No Compatibility

Planned


With 9.1 M070


With 10 0 MR


With Creo 2.0

16PTC CONFIDENTIAL Forward Looking Information Subject to Change Without Notice

* With 10.0 MR MR

Note: Creo Elements/Direct support is planned for Windchill 10.0 M020. *Windchill 9.1 support excludes CE, Creo Layout, Creo Sketch, Creo AnyBOM

PTC Design Solutions WGMs

App specific Workgroup Managers have been released for better tracking.

For better tracking of what is implemented

A No Charge order has to be placed when customers implement these WGMs

Part Number Part DescriptionWNC-2212-F Windchill Workgroup Manager for Mathcad

WNC-2213-F Windchill Workgroup Manager for Arbortext IsoDraw

Windchill Workgroup Manager for Creo Elements/Direct

WNC-2214-F Windchill Workgroup Manager for Creo Elements/Direct Drafting

WNC-2216-F Windchill Gateway for Creo Elements/Direct Model Manager

WNC 2217 F Windchill Workgroup Manager for Creo IllustrateWNC-2217-F Windchill Workgroup Manager for Creo Illustrate

WNC-2195-F Windchill Workgroup Manager for Creo Schematics

Windchill Workgroup Manager for Creo Direct

17 2008 PTC

g p g

Creo Elements/Direct Offering

There are no changes to Creo Elements/Direct offerings

Roadmap

Active Elements/Direct can automatically upgrade to Elements/Direct 18.0

Currently Elements/Direct Modeling and Drafting is not on the Common Data Model and does not support round tripping.

Elements/Direct Modeling customers can transition to Creo Direct platform t ti th t ith th d t diat any time they want, with the understanding Currently there is limited functionality set in Creo Direct They have to exchange their Elements/Direct license for Creo/Direct There is not drafting solution on Creo 1.0 platform

If your Elements/Direct customer is interested in upgrade to Creo platform in Creo 1.0 time frame, please talk to

David DiLoreto Christian Hinz

18

Creo Pricing and Packaging

Channel Only PackagesNew Package Components

Creo Parametric - Node Locked* Creo Parametric

Creo Essential I Creo Parametric + Flexible Modeling

Creo Essential II Creo Parametric + Flexible Modeling + AAXCreo Essential II Creo Parametric + Flexible Modeling + AAX*Sticky to a particular hardware

N t Ch l O l k t b ld t th di t t C i i

19

Note: Channel Only packages cannot be sold to the direct customers. Commission and quota credit will not be granted for selling Channel-specific packages to a direct customer.

What can you sell today?

New role-based packages

Creo 1.0

Modules Creo Flexible Modeling Extension Creo Legacy Data Migration Extension

New AppsC Ill t t C Di t C Si l t C Vi Creo Illustrate, Creo Direct, Creo Simulate, Creo View

eLearning T t d ti To support adoption

Spread Direct modeling into install base and to prospects Elements/Direct Elements/Direct

Creo Direct

20


Understand the themes behind the P&P changes implemented

Objectives

Apps Branding Pricing and Packaging Retirement




21

Creo Freemium and Trial Options

Product / Languages Product Ship Free-X Product Free X TypeFree-X

Resource

Free-X Release Schedule

Product / Languages pDate Ship Date Free-X Type Resource Center Go LiveCreo Elements/Direct Modeling 18.0 Freemium

EN 6/13/11 7/15/11 7/15/11Oth L (DE IT JA & CN) D /J 2012 D /J 2012 D /J 2012Other Languages (DE, IT, JA & CN) Dec/Jan-2012 Dec/Jan-2012 Dec/Jan-2012

Creo Parametric 1.0 TrialEN 6/13/11 8/1/11 ?? TBDOther Languages (All 101) 6/13/11 8/1/11 ?? TBD

C Vi MCAD 1 02Creo View MCAD 1.02 FreemiumEN 6/13/11 6/13/11 7/20/11Other Languages (DE, ES, FR & IT) 6/13/11 N/A 9/26/11

Creo View ECAD 1.02 FreemiumEN 6/13/11 6/13/11 8/11/11Other Languages (DE, ES, FR & IT) 6/13/11 N/A 9/26/11

Creo Sketch 1.0 FreeEN 7/31/11 7/31/11 7/31/11Other Languages (list) N/A N/A N/A

22

1- EN, FR, DE, IT, JA, KO, RU, SCN, ES & TCN 2 - Creo View will have two additional releases in CY2011 M15 on 8/5/12 & M20 on 10/4/2011

Offering Types & Definitions

Freeware Freemium Trials Evals

Free-X

Freeware Freemium Trials EvalsDefinition Freeware (from "free"

and "software") is software that is

Freemium (from free to premium) is a business model that

A Trial is software that is time-limited in its usage. Trials can

An Eval is software that is designed for users to evaluate a full

available for use at no cost or for an optional fee, but usually with one or more restricted usage rights (i.e.,

entails offering a free basic product or service while charging a premium for advanced features,

either have full functionality, or a sub-set of the full functionality. Often, trials limit the user from

version of the product for purchase.

usage rights (i.e., cannot re-distribute or modify the software)

advanced features, functionality or related products & services.

trials limit the user from being able to use their version with a full commercial version of the software.

Time Limited? No No Yes Yes

Upgrade Available? No Yes Yes YesAvailable?

FunctionalityLimited? No Yes Sometimes No

23

TLOs

Direct

For details: Contact your Creo Business or your CBDM

Elements/Direct

ChannelChannel

Hunting Program (Creo Parametric, Creo Elements/Direct)Americas EMEA Americas, EMEA

Creo Basic Drafting Package Eastern Europe China Latin America Eastern Europe, China, Latin America

Elements/Direct Modeling with eLearning WorldwideWorldwide

Creo Elements/Direct Drafting India

24

India


Objectives Understand the themes behind the P&P changes

implemented Apps Branding Pricing and Packaging Retirement




25

Scenarios

1. Customer owns process Modeler

Creo Product Mapping Tool

2. Customer owns Pro/ENGINEER Advanced XE

3 Customer owns Pro/ENGINEER Mechanica Option3. Customer owns Pro/ENGINEER Mechanica Option

4. Customer owns Pro/Engineer Advanced SE

5. Creo Elements/Direct Customers

26

Demonstration Creo Product Mapping Tool

Creo History Tool

Creo Package Tool Creo Package Tool

27

Asset

Creo Pricing FAQ

P&P

Internal: PTConnector | Partner Portal

Creo Product Mapping Tool Internal: Direct (PTConnector) Channel (PTConnector | Partner Portal) Internal: Direct (PTConnector), Channel (PTConnector | Partner Portal) External: Planned

Creo Package Content Internal: PTConnector | Partner Portal

Package History Tool Internal Coming in August Internal Coming in August

Packaging Guide Internal Coming Soon External Planned

Licensing Basis DocumentsExternal: PTC com

28

External: PTC.com

Creo Role-based Package Overview Datasheet

Key Contacts

P&P

Channel [email protected]

C CBDM Vishy Panchapagesan 781-370-5046

29

creo pricing and packaging 07-15-2011 v2

Documents

creo strategy

ptcunderstand creo pricing

value of creo packages

options position creo

common creo ui

creo manikin list price

packaging design engineer

c di t c p t i c p kc